- Automations
- Wave + Zendesk
AI-native automation
Automate work across
Wave and
Zendeskwith Caddi AI Agents.
Connect Wave and Zendesk: Create ticket in Zendesk when invoice paid in Wave. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.


Discover, automate and govern the work between Wave and Zendesk
Caddi AI Agents find the repetitive handoffs between Wave and Zendesk, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Govern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Govern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Govern every AI agent,
every decision.
What Caddi is and how it works
An AI teammate that runs your back-office loops.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 150+ tools across legal, finance, and operations
Practical ways to use Wave and Zendesk together
- 01
Create ticket in Zendesk when invoice paid in Wave.
Caddi watches Wave for invoice paid and create ticket in Zendesk. No copy-paste, no missed records.
- 02
Create invoice in Wave when new ticket in Zendesk.
Caddi watches Zendesk for new ticket and create invoice in Wave so the two systems stay in lockstep.
- 03
Update ticket in Zendesk from Wave events.
When new customer happens in Wave, Caddi update ticket in Zendesk with the right context attached.
Actions Caddi can take across Wave and Zendesk
WaveInvoice paid
Triggers when a Wave invoice is paid.
WaveNew customer
Triggers when a customer is added.
WaveInvoice overdue
Triggers when an invoice passes its due date.
WaveCreate invoice
Draft an invoice with line items.
WaveRecord payment
Mark an invoice paid.
WaveCreate transaction
Record an income or expense transaction.
ZendeskNew ticket
Triggers when a new ticket is created.
ZendeskTicket status changed
Triggers when a ticket's status changes.
ZendeskNew comment
Triggers when a new comment is added to a ticket.
ZendeskCreate ticket
Open a new Zendesk ticket with subject, priority, and assignee.
ZendeskUpdate ticket
Modify an existing ticket's status, priority, or assignee.
ZendeskAdd comment
Post a public or internal comment on a ticket.
Common questions
How does Caddi connect Wave and Zendesk?
Wave and Zendesk just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against Wave and Zendesk end-to-end.
Do I need engineering help?
No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. Caddi builds the loop. No code, no IT ticket.
Is my data safe?
Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.
Can Caddi connect Wave and Zendesk to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Wave + Zendesk loop is live, Caddi suggests other tools and other workflows to fold in.
How fast can it go live?
Typical first loops ship within a week of that first walkthrough. The Caddi team reviews every loop before it runs in production.
Ready to automate Wave and Zendesk?
Drop your work email and we'll show you Caddi running end-to-end against Wave, Zendesk, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.






